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| Focus Wealth Advisors LLC
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|---|---|
| CRD # | 165425 |
| SEC # | 801-77462 |
| CIK # | 0001845643 |
| AUM | 247.6 M (2026-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-800-7170 |
| Address | 2200 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845643 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.5 | ||
| General Electric Co | 4.4 | ||
| Apple Inc | 4.2 | ||
| American Express Co | 3.0 | ||
| Applied Materials Inc /DE | 2.9 | ||
| Visa Inc | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| Caterpillar Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 45.5 |
| (b) Individuals (high net worth individuals) | 43 | 190.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 247.6 |
| By Discretionary | ||
| Discretionary | 381 | 243.6 |
| Non-Discretionary | 3 | 4.0 |
| Total | 384 | 247.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.6 | |
| Total | 384 | 247.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845643] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MLP3 LLC
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NJ | 248.1 M |
|
Cedar Point Capital Partners LLC
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IA | 248.1 M |
|
Gramercy Strategic Capital LLC
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247.9 M | |
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Nova Wealth Management Inc
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FL | 247.5 M |
|
Keystone Financial Group Inc
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GA | 247.4 M |
|
KRAL Financial Advisors LLC
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247.4 M | |
|
BPP Wealth Solutions LLC
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NJ | 247.3 M |
|
Blueline Advisors LLC
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|
NH | 247.2 M |
|
Anchor Bay Capital Inc
✚
|
CA | 247.1 M |
|
AGP Franklin LLC
✚
|
TN | 247.1 M |